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Hartford Stock HLS IB (HIBSX)

104.82 +0.40 (+0.38%)
At close: 8:01 PM EST

Investment Information

Min Initial Investment
0
Min Initial Investment, IRA
--
Min Initial Investment, AIP
--
Min Subsequent Investment
0
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
--

Broker Availability

  • Mid Atlantic Capital Corp
  • TD Ameritrade Trust Company
  • SunGard Transaction Network
  • RBC Wealth Management-Network Eligible
  • WR Hambrecht Co LLC
  • Matrix Financial Solutions
  • DWS Retirement Sevs Investment Offerings
  • ADP Access
  • Mid Atlantic Capital Group
  • ADP Access Open Fund Architecture
  • DailyAccess Corporation Mid-Atlantic
  • DailyAccess Corporation Matrix
  • DailyAccess Corporation MATC
  • Pershing Retirement Plan Network
  • Mid Atlantic Clearing and Settlement

Fund Summary

The fund normally invests at least 80% of its assets in equity securities. The advisor may invest in stocks within a broad range of market capitalizations, but tends to focus on large capitalization companies with market capitalizations similar to those of companies in the Russell 1000 Index as selected by the fund's sub-adviser, Wellington Management Company LLP ("Wellington Management"). The fund may invest up to 20% of its net assets in the securities of foreign issuers and non-dollar securities.

Fund Overview

Category Large Blend
Fund Family Hartford Mutual Funds
Net Assets 1.33B
YTD Return 9.66%
Yield 1.22%
Morningstar Rating
Inception Date Apr 01, 1998

Performance & Risk

YTD Return 11.46%
5y Average Return 10.63%
Rank in Category (ytd) 96
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.72
Morningstar Risk Rating

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